OneDigital Investment Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-800
| Closed | -$234K | – | 791 |
|
|
2021
Q4 | $234K | Sell |
800
-66
| -8% | -$19.3K | 0.01% | 660 |
|
|
2021
Q3 | $234K | Buy |
866
+26
| +3% | +$7.03K | 0.01% | 632 |
|
|
2021
Q2 | $204K | Buy |
+840
| New | +$204K | 0.01% | 671 |
|
|
2021
Q1 | – | Sell |
-1,090
| Closed | -$293K | – | 692 |
|
|
2020
Q4 | $293K | Sell |
1,090
-1
| -0.1% | -$269 | 0.02% | 487 |
|
|
2020
Q3 | $258K | Buy |
+1,091
| New | +$258K | 0.02% | 466 |
|